Investing Experts Seeking Alpha

Rob Isbitts joins analysts Amrita Roy, Uttam Dey, Emma Johnston, aka The Country Investor, and Mike Kehoe, The Undercover Investor, to discuss current market trends and portfolio advice (0:45). Gold, macro volatility and playing defense in this stock picker's environment (8:30). Single country ETF versatility (15:10). Playing defense within tech (20:25). Dissecting 2 Bitcoin ETFs (26:35). Focusing on ignored stocks (29:15).

Show Notes:
EWW: No Wall Of Worry Here, Mexico ETF Still Looking Up
Sungarden Investment Publishing
Upside/Downside Tug Of War
Brown & Brown: Underwriting Strong Returns For Shareholders

Episode transcripts

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Julian Lin goes in-depth on his top conviction idea, Reddit (0:30). IPO quiet period recently ended, analysts' uneven coverage (4:15). Meta and Reddit - a valid comparison? (6:25). How to measure Reddit within the broader tech picture (10:30). Upcoming earnings (13:50). Sam Altman as major shareholder; curious insider IPO non-selling (16:25). Reddit very close to generating profitability (23:00). Recent large cap tech earnings (27:10).

Julian's Best of Breed Growth Stocks

Show Notes:
Reddit Stock IPO: Rise Of The Memes - Strong Buy Rating, $60 PT
Julian Lin On Palantir, Google, Meta And Apple
Reddit coverage

Episode transcripts

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Rob Isbitts runs Sungarden Investment Publishing and today discusses why the easy money era is over (1:35). Navigating market risk with offense and defense (4:00). Building a 40-name portfolio and the strategy behind it (6:05). Using options as a retail investor (24:20).

Show Notes:
Dow: Where Long-Term And Short-Term Investing Collide
60/40 Investing: A Forward-Looking Analysis
3M: Perfect Example Of Why Stock Ratings Are Overrated
Portfolio Construction, Options And Covered Call ETF Vulnerability

Episode transcripts

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Seeking Alpha's Head of Quantitative Strategies, Steven Cress, walks us through Mag 7 stocks from a quant perspective (0:55). Analyzing Mag 7 earnings expectations (9:00). All eyes on Tesla's recent decline (18:50). Meta looks to be much stronger story (27:55). Microsoft not as attractive; strong buy on Google with some concerns (33:05). Amazon, Apple and Nvidia (36:40). This is an excerpt from a recent webinar: Quant Research - Earnings Preview Of The Mag 7 (full video with slides).

Show Notes:
Magnificent 7: Earnings Preview (SA Quant)
Toyota Trumps Tesla
Wall Street Brunch: Megacaps Highlight Big Earnings Week
Top 10 Stocks For 2024
2023: META Could See Another 70% Downside

Episode transcripts

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Don Durrett talks the 3.5 year correction in gold and silver miners and passing breakout levels in gold and silver (0:55). Portfolio picks, buying quality names to the bottom (12:20). Loving most sector ETFs for diversification (33:10).

Subscribe to Don's Gold & Silver Mining Ideas

Show Notes:
Jaguar Mining: An Undervalued Mid-Tier Gold Producer
GDX Vs. GDXJ: Which One Is Better?
Gold & Silver: Don Durrett's 3 Easy Picks, 2 Favorites And 4 ETFs
Gold, Silver And Why All Mining Stocks Are Speculative Investments With Don Durrett

Episode transcripts

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Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Understanding AI's different layers (16:40). Hot take on Google/Alphabet (30:15).

Subscribe to Tech Cache

Show Notes:
AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns
Nvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries
AMD And Nvidia: Engagements Vs. Invoices
Micron: Gnashing Of Teeth As The Best Upcycle Develops (Rating Downgrade)

Episode transcripts

For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions